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We want to simplify investing for everyone, especially beginner investors.

Cold Brew Money focuses on value investing in the US and Indian stock markets including Index funds. We also cover the basics of personal finance, asset allocations, portfolio management, and analysis of superinvestor portfolios!

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📝 DESCRIPTION: Mohnish Pabrai is one of the super investors we follow closely and obviously, we had a lot of questions 1. When did Mohnish Pabrai start investing? 2. What did Mohnish Pabrai do before investing? 3. How much did Mohnish Pabrai sell his business for? In this video, we answer all these questions and a lot more. We look at Mohnish Pabrai's investing journey. How did he start Pabrai Funds? We also look at Mohnish Pabrai's work at Tellabs and why did he quit his job? Finally, we will also quickly take a look at TransTech, the business started by Mohnish Pabrai. -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: Mohnish Pabrai Intro: 00:00 Mohnish Pabrai - Tellabs: 00:12 Mohnish Pabrai - TransTech Business: 00:44 Mohnish Pabrai - Starts Investing - Pabrai Funds: 04:36 -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
How Did Mohnish Pabrai Get Rich?
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_mpZwhpE9Htc
📝 DESCRIPTION: Cathie Wood is CEO and CIO of Ark Invest Wood was named the best stock picker of 2020 by Bloomberg News. As of May, 2022, Wood's flagship fund, Ark Innovation, has dropped in value by more than 70% from last year's peak. Are her stocks undervalued after such a bear market? -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
Cathie Wood's ARKK Fund Doomed to FAIL!? (We Value the Stocks!)
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_atEnxxCg0n0
📝 DESCRIPTION: August 2022 13F filings are out and we look at our favourite super investors (investing gurus) to see which stocks they purchased. The super investors we covered today are: Intro: 00:00 Warren Buffett: 00:10 Li Lu: 01:41 Bill Ackman: 02:33 Michael Burry: 03:06 Guy Spier: 04:20 The 13f filings reveal the stocks that are interesting to the smart money which will help you get investing ideas. -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
STOCKS Smart Money is Buying NOW!
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_eiHaFOFuk-k
📝 DESCRIPTION: We go through the businesses and estimate the revenue streams for the most popular YouTuber right now- MrBeast MrBeast has multiple income sources but 4 major income sources are 1. MrBeast YouTube channels (MrBeast Gaming, MrBeast React, MrBeast Main Channel) including the sponsors 2. MrBeast Feastables 3. Beast Burgers 4. MrBeast Merchandise We look at all income sources and how much money they generate per month. In addition, we calculate the MrBeast brand value. It's around $320M as of 2022 per our calculation. Timestamps: Who is MrBeast: 00:00 MrBeast Income Sources: 00:38 How much money MrBeast make from his YouTube channels: 00:56 How much money MrBeast make from Feastables: 03:06 How much money does Beast Burgers make?: 03:45 How much money does MrBeast make from his merchandise?: 04:40 How much money MrBeast makes per year: 05:11 MrBeast Brand Value: 06:02 -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney ---------------------------------------------------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
Who is MrBeast and How Rich Is He?
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_l8Jw_4VFX-Q
📝 DESCRIPTION: In this episode, we discuss why should you sell Facebook (META $FB) and Alibaba ($BABA) along with a discussion on the recession. -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: Intro: 00:00 Recession Discussion: 00:05 Alibaba and Meta: 01:39 -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
Reasons To Sell META & Alibaba | CBM After Hours
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_ob6elmoc4uM
📝 DESCRIPTION: Mohnish Pabrai has a free lunch portfolio in which he provides stock updates on an annual basis. We previously did an episode in January on the free lunch portfolio. This is our August 2022 update for the Mohnish Pabrai Free Lunch Portfolio. Previous Mohnish Pabrai Free Lunch Portfolio [2022] Explaining all the companies: https://www.youtube.com/watch?v=htBu_JT_pRI CBM - Free Lunch Tracker: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing Mohnish Pabrai - Free Lunch Portfolio 2022: http://www.chaiwithpabrai.com/blog/2022-free-lunch-portfolio What is a free lunch portfolio? You are getting stock picks from a super investor FOR FREE! His goal with the Free Lunch is to provide a list of buy and hold 15 compounders for long stretches of time, giving them plenty of room to ride. It’s a 'set it and forget it' type of portfolio. There are three categories: 1. Spawners 2. Shameless Cloning 3. Uber Cannibals -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
Mohnish Pabrai Free Lunch Portfolio [CBM August Update 2022]
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_1erow7SNEdI
📝 DESCRIPTION: Bill Gurley’s Mental Models to filter good growth business. Based on the article “All Revenue is Not Created Equal”: https://abovethecrowd.com/2011/05/24/all-revenue-is-not-created-equal-the-keys-to-the-10x-revenue-club/ -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
10 Mental Models BEFORE you INVEST in a Growth Company
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_rU0FvpFdS0k
📝 DESCRIPTION: In this episode of CBM After Hours, we discuss if we are in a recession. We look at some metrics that help us see the recession movement. In addition, we discuss the earnings for META, Google, Amazon, and Apple. Finally, we provide an update to our portfolio. -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: Intro: 00:00 Are we in a recession?: 00:20 Recession Indicator: 03:16 Instagram Rant: 05:40 FB Earnings: 07:28 Google Earnings: 12:12 Amazon Earnings: 14:25 Apple Earnings: 15:14 Portfolio Update: 17:20 -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
Are We In A Recession? | CBM After Hours
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_5McB3hHL2yw
📝 DESCRIPTION: This week we look at earnings for FAANG STOCKS (minus Netflix). We own Facebook and Google ($META, $GOOGL). We wanted to see how our portfolio is doing and also, earnings for the remaining stocks. -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: Intro: 00:00 Insta Rant: 00:03 FB Earnings: 03:40 Google, Alphabet Earnings: 06:36 Amazon Earnings: 08:48 Apple Earnings: 09:36 Portfolio Update: 11:30 -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
FACEBOOK EARNINGS TROUBLE?
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_5ouE88VYNQ8
📝 DESCRIPTION: We are having a conversation around the following topics Intro: 00:00 What is CBM After Hours?: 00:15 When To Sell A Stock - Safal Niveshak: 02:43 Nancy Pelosi Buys Nvidia: 07:15 Instagram Launches Subscription Service: 09:12 The Creator Economy: 11:40 401K - Good or Bad?: 16:37 -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
401K - Good Or Bad? | CBM After Hours
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_1wXfxw9fsLw
📝 DESCRIPTION: The Education of a Value Investor by Guy Spier helps you build a value investor mindset which is the most important thing for any investor. We have summarised our favourite key lessons from the book in this video. Guy Spier is a student of Warren Buffett, Charlie Munger, and Mohnish Pabrai. The important thing in life is to know who to be the batboy for say Warren Buffett and Guy Spier doesn't mind being Mohnish Pabrai's batboy. The book details important lessons from Guy Spier on having an investment checklist and how to have rules when you invest. -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: Who is Guy Spier?: 00:00 Learn from mentors (living or dead): 01:07 Build Your Own Omaha: 02:31 Think Like A Pilot: 04:09 Checklist Manifesto: 05:34 -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
How To Become A VALUE Investor Like Guy Spier
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_LnuFLfIfe64
📝 DESCRIPTION: Let's look at Dunder Mifflin and Michael Scott Paper Company to understand fair value calculation. We look at Dunder Mifflin's sales and Michael Scott Paper Company's sales. Based on the amount, we figure out how much did Michael Scott Paper Company sell for and how much should have actually been paid! Yes, we understand these are fictional companies. But this is a fun way to learn about the fair value calculation of businesses. David Wallace made a bad deal. This proves that when you're investing in a stock, you need to look at the management. Michael Scott Paper Company Fair Value: https://docs.google.com/spreadsheets/d/1eZBzoWqBioKzy33dHSo2uyClrdtMEaff0U58B2DjkAc/edit?usp=sharing -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: Intro: 00:00 The plan: 01:04 Dunder Mifflin Sales Estimate: 02:00 Michael Scott Paper Company Fair Value: 04:13 Actual Amount Paid by Dunder Mifflin (David Wallace): 07:42 -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
Did Dunder Mifflin OVERPAY Michael Scott Paper Company?
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_FlIv9iAJXQE
📝 DESCRIPTION: Recession is coming? The market crashed significantly in 2022 and entered a bear market. Recession 2022 is impending. We wanted to look at filters that you could use when investing in the market during the recession. Using these filters, we are looking at 3 stocks that we think are recession proof during the market crash of 2022. These companies are stable, have gone through multiple recession cycles, and have the cash to sustain the recession. #marketcrash2022 #recession #bearmarket -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: Recession Investing Filters: 00:00 Recession Proof Stocks: 02:45 -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
3 Recession Proof Stocks | Investing During A Recession
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_xzOSar_9vWI
Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 -------------------------------------------- 📝 DESCRIPTION: We go over Prosus's business model, management, valuation, and more. -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
Is Prosus Still A Buy? | Prosus (PRX.AS, PROSY) Stock Analysis
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_wTsVCY3pNws
📝 DESCRIPTION: Mohnish Pabrai is one of favourite superinvestors. We have done a few videos on Mohnish Pabrai and in this video we want to cover his most famous investing framework called the Dhandho Investor which is based on his book Dhandho Investor. If you want to be a successful investor, you should be able to watch paint dry on a wall, said Mohnish Pabrai in one of his interviews. We found this intriguing. Today, when most “investors” are buying meme stocks and betting on cryptocurrency, this guy was asking to be patient. Focus on buying an existing business Buy simple businesses in industries with an ultra-slow rate of change Buy distressed businesses in distressed industries Buy businesses with a durable competitive advantage – The Moat Bet heavily when the odds are overwhelmingly in your favor Focus on arbitrage Buy businesses at big discounts to their underlying intrinsic value Look for low-risk, high-uncertainty business It’s better to be a copycat than an innovator The Dhandho Investor by Mohnish Pabrai: https://www.amazon.co.uk/Dhandho-Investor-Low-Risk-Method-Returns-ebook/dp/B008L042Q4/ref=sr_1_1?crid=2UZF843VY4JA5&keywords=dhandho+investor&qid=1654873371&s=books&sprefix=dhandho+investor%2Cstripbooks%2C1362&sr=1-1 Lessons on Investing by Mohnish Pabrai (Dhandho Summary by Tapan): https://tapandesai.com/lessons-from-mohnish-pabrai/#the-dhandho-framework #mohnishpabrai #dhandhoinvestor #valueinvesting -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing 💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney -------------------------------------------- ⏱ Timestamps: Lesson 1: 00:00 Lesson 2: 01:12 Lesson 3: 01:40 Lesson 4: 03:02 Lesson 5: 04:08 Lesson 6: 05:27 Lesson 7: 06:01 Lesson 8: 06:40 Lesson 9: 07:23 -------------------------------------------- ⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/ 😎 Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit Kothari's Newsletter: https://atitkothari.substack.com/ Tapan Desai's Newsletter: https://tapandesai.substack.com/ 📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ 🚫 Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
9 Lessons From Mohnish Pabrai's Dhandho Investor
YouTube Video UC_RG7_bt43OWD2DANl2HpAA_A9vI3kpg2Js
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